Topic results Digital Data Review

CCH OneClick
How does it work? Digital Data Review
The Digital Data Review feature in CCH OneClick provides tax advisors with a centralized platform to access and review digital tax data submitted by clients and held by HMRC. It enables real-time visibility of client data and automates data entry into the tax system, enhancing efficiency. This functionality is crucial as the industry transitions to digital tax processes, streamlining client service and improving data management.
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CCH OneClick
Digital Data Review Quick Start Guide
The document explains the functionalities of Digital Data Review and Digital Data Request tools within CCH OneClick. Digital Data Review allows users to access and assess client tax data, while Digital Data Request enables easy client data collection for tax returns. It emphasizes prerequisites, system setup, sending information requests, and managing client interactions. Additionally, it details data integration with HMRC and the process of approving and sending data to tax returns. These tools aim to streamline client data management and improve the efficiency of tax preparation processes.
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